Senior Manager of Transaction Advisory Services

Berkowitz Pollack Brant Advisors + CPAs; Miami (FL); On-site; USD 170,000 - 210,000; Full time

Job summary

Berkowitz Pollack Brant Advisors + CPAs, now operating as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, seeks a strategic TAS Senior Manager to lead large financial due diligence engagements and drive client relationships in a dynamic advisory practice.

The role requires seven+ years in transaction advisory or related field, CPA preferred, and strong leadership with proven ability to manage multiple engagements, develop teams, and contribute to business development.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 7+ years of experience in transaction advisory or related field.
• CPA designation strongly preferred.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Lead and oversee large financial due diligence engagements across industries.
• Serve as trusted advisor to clients, providing strategic insights and transaction support.
• Review and finalize key deliverables, ensuring quality and clarity of findings.
• Manage and develop Managers, Senior Associates, and Associates to build a high-performing TAS team.
• Drive client relationships, including leading meetings with executives and PE stakeholders.
• Identify and communicate key deal risks, opportunities, and strategic considerations.
• Collaborate with firm leadership on practice development and growth initiatives.

Skills

Leadership

Client relationships

Communication

Strategic thinking

Problem solving

Multi-tasking

Executive presence

Networking

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

PowerPoint

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Transaction Advisory Services (TAS) Senior Manager

We are seeking a strategic and client-focused Transaction Advisory Services (TAS) Senior Manager to lead large, complex engagements and drive client relationships. This role is responsible for overseeing multiple teams, providing high-level transaction insights, and contributing to the growth and development of the TAS practice. The ideal candidate is a proven leader with deep transaction experience and a strong ability to deliver value to clients.

Key Responsibilities

• Lead and oversee multiple complex financial due diligence engagements across industries
• Serve as a trusted advisor to clients, providing strategic insights and transaction support
• Review and finalize key deliverables, ensuring quality, accuracy, and clarity of findings
• Manage and develop Managers, Senior Associates, and Associates, fostering a high-performing team environment
• Drive client relationships, including leading meetings with executives and private equity stakeholders
• Identify and communicate key deal risks, opportunities, and strategic considerations
• Collaborate with firm leadership on practice development and growth initiatives
• Support and lead business development efforts, including sourcing opportunities, proposals, and presentations
• Contribute to thought leadership and process improvement within the TAS practice

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 7+ years of experience in transaction advisory, public accounting, or a related field
• Extensive experience leading financial due diligence engagements
• CPA designation strongly preferred
• Advanced proficiency in Microsoft Excel and PowerPoint

Key Skills & Competencies

• Strong leadership and team management capabilities
• Advanced strategic thinking and problem-solving skills
• Excellent client relationship management and communication skills
• Ability to manage multiple high-priority engagements simultaneously
• Strong business development and networking abilities
• High level of professionalism and executive presence
• Results-driven with a focus on delivering client value

If you like wild growth and working withhappy, enthusiastic over-achievers, you'll enjoy your career with us!